Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Joe Donato who wrote (42519)	5/18/2000 10:05:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Agreed. But we do not know the nature of the yield problems. Many chips have yield problems in the early stages of production. This may be a very workable problem or it may be more difficult. There was a comment that they were getting 20% yield of the 800 MHZ parts and the rest (?) were coming in at 700 and 600 MHZ. Beyond that we do not know anything. JK

To: Joe Donato who wrote (42519)	5/18/2000 10:22:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Joe: for example the trade off might be 2 SDRAMs packaged and tested for every 1 RDRAM - this exacerbates the cost structure even more since there is a multiplicity effect on the number of SDRAMs that they could have put in the market. As long as Intel is selling out processor production, SDRAM will continue to be marginally profitable at about $50 per 64 MB. If there is slowdown in DRAM consumption sometime in early summer and SDRAM prices dropped to between $25-30 like last June, then RDRAM will start to look very profitable to DRAM manufacturers. The big difference this year is that we have processors ands chipsets to mate with RDRAM coming off fabs. However, one can't predict that SDRAM prices will crash to below cost of production any time soon. john